See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,310 | $81,208+205.8% | $98,907+151.1% | $79,858+210.9% |
| Participation rate | 90.9% | 72.5%+18.4pp | 76.0%+14.9pp | 69.6%+21.3pp |
| Annual return | 17.67% | 60.99%-43.3pp | 196.43%-178.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $9,641 | $1,960+392.0% | $2,689+258.5% | $2,471+290.2% |
| Participant deferral / active EE | $28,499 | $3,265+772.9% | $4,244+571.5% | $3,740+662.0% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |